Vernon Management Group, Incorporated
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 117666
· Richm0 Nd, VA
· www.vernonmanagementgroup.com
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ADV data as of Apr 07, 2026
- Regulatory AUM
- $55.5M
- Discretionary
- $51.5M
- Clients
- 50
- Avg AUM / client
- $1.1M
- Accounts
- 167
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30 | $11.0M | 19.8% |
| High net worth individuals | 20 | $44.5M | 80.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Shelor Vernon | Registered representative | Oct 1996 (30y) | ||
| Richard Adam Clay Vernon | Registered representative | Dec 2022 (4y) | ||
| William Jacob Glenn Vernon | Registered representative | Mar 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
- • Other fees
- • FLAT FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗